Broker Check

The Terzolo Financial Group, Inc.

The Terzolo Financial Group, Inc.

(315) 484-1020
Shelly@terzolofinancial.com

Every financial transaction has a tax benefit or a tax consequence.  

Our integrated and personalized service in these disciplines are to the advantage of the client.

Our firm philosophy is to provide you with respect and guidance to understand and better define your financial goals with expertise in the tax laws and how they play a part in your plan.

Our services include investment services, tax preparation and planning, accounting services, life insurance, annuities.

For more information about our firm and our services, please call 315-484-1020.

Avantax Wealth ManagementSM (which will comprise Blucora’s Wealth Management business and includes HD Vest and 1st Global) will offer a tax-focused approach for comprehensive financial planning. Through its Tax-Smart approach, Avantax will help advisors leverage the tax preparation process to identify financial growth opportunities for their clients. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. Avantax will use technology, tax and wealth management insights to uncover tailored opportunities across our clients’ financial lifecycles in an effort to deliver optimal returns.